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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,933 | $154,228-33.3% | $145,433-29.2% | $137,256-25.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.32% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,930 | $4,804-18.2% | $4,554-13.7% | $4,156-5.4% |
| Participant deferral / active EE | $28,298 | $8,216+244.4% | $7,897+258.3% | $6,407+341.7% |
| Admin fee / account holder | $3,575 | $14,344-75.1% | $13,129-72.8% | $12,270-70.9% |